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| Morningstar Return Rating: | Below average | | Year to Date Return: | 53.28% | | 5-Year Average Return: | -0.15% | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 21.67% | |
Worst 1-Yr Total Return (2008): | -51.28% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | RIFKX | Category | Diff | Index* | Diff | | Year To Date | 53.28 | 44.15 | 9.13 | 17.05 | 36.23 | | 1-Month | -4.95 | -3.44 | -1.51 | -1.86 | -3.09 | | 3-Month | 4.21 | 4.68 | -0.47 | 5.48 | -1.27 | | 1-Year | 42.97 | 31.89 | 11.08 | 9.80 | 33.17 | | 3-Year | -4.98 | -1.81 | -3.17 | -7.02 | 2.04 | | 5-Year | -0.15 | 2.63 | -2.78 | 0.33 | -0.48 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 70.83 | 57.15 | 13.68 | 45.76 | 25.07 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.12 | -10.30 | -0.82 | -18.25 | 7.13 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RIFKX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -51.28 | -45.33 | -5.95 | | 2007 | | | 21.67 | 16.12 | 5.55 | | 2006 | | | N/A | 7.08 | N/A | | 2005 | | | N/A | 5.76 | N/A | | 2004 | | | N/A | 4.24 | N/A | | 2003 | | | N/A | 55.77 | N/A | | 2002 | | | N/A | -42.86 | N/A | | 2001 | | | N/A | -36.89 | N/A | | 2000 | | | N/A | -31.36 | N/A | | 1999 | | | N/A | 129.22 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RIFKX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 7.39 | 29.52 | 15.94 | N/A | | 2008 | -20.76 | 4.92 | -19.66 | -27.06 | | 2007 | 1.26 | 12.06 | 8.99 | -1.62 | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 41 | 220 | 18.64 | | 1-Month | 182 | 234 | 77.78 | | 3-Month | 116 | 228 | 50.88 | | 6-Month | 84 | 222 | 37.84 | | 1-Year | 22 | 212 | 10.38 | | 3-Year | 131 | 203 | 64.53 | | 5-Year | | 190 | N/A |
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0.83% Nasdaq 0.00%
Performance
